IPAR · Interparfums Inc · Shareholders & Ownership

$115.22 -0.85 (-0.73%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.69B

32.03M

Volume · Oct 23 155.76K Avg daily vol (3M) 229.67K

Every disclosed holder of IPAR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns IPAR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	313	21,234,444	66.30%	Yes
Insiders (Forms 3, 4, 5)	6	21,051,859	65.73%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	10,260,522	-32.04%	Negative
Registered funds (N-PORT, not summed)	307	11,507,854	35.93%	No

Shares outstanding: 32,025,781, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of IPAR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	MADAR JEAN Insider CIK 901876 · Apr 2, 2026 Director, CEO, 10% Owner, issuer-wide	14,163,182	44.22%	—	Apr 2, 2026	Director, CEO, 10% Owner, issuer-wide
2	BENACIN PHILIPPE Insider CIK 901877 · Dec 11, 2025 Director, President Interparfums SA, 10% Owner, issuer-wide	6,846,064	21.38%	—	Dec 11, 2025	Director, President Interparfums SA, 10% Owner, issuer-wide
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,916,610	9.11%	+182,195	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,100,021	3.43%	+3,152	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	476,504	1.49%	+28,747	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	171,362	0.54%	+22,411	Jun 30, 2026	iShares Trust, not summed
3.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	93,166	0.29%	+3,383	Jun 30, 2026	iShares Trust, not summed
3.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	67,288	0.21%	-10,118	Jun 30, 2026	iShares Trust, not summed
4	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,332,120	4.16%	+17,955	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	30	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,305,673	4.08%	+40,283	Jun 30, 2026	carried, not yet filed for the newest quarter
6	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,036,004	3.23%	+156,999	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	75,660	0.24%	+11,614	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
6.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	15,597	0.05%	+353	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
6.3	First Trust SMID Capital Strength ETF Fund S000058147 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	5,921	0.02%	-675	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
6.4	First Trust SMID Growth Strength ETF Fund S000058148 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,864	0.01%	+54	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
6.5	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	2,097	0.01%	-250	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	959,856	3.00%	+127,570	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
8	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	886,100	2.77%	-119,494	Jun 30, 2026	carried, not yet filed for the newest quarter
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	866,595	2.71%	+70,406	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	142,859	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	109,652	0.34%	-1,249	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	92,545	0.29%	+10	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	52,194	0.16%	+1,508	Jul 31, 2026	Dimensional ETF Trust, not summed
9.5	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	49,484	0.15%	+17,782	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	864,092	2.70%	+41,132	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	183,780	0.57%	0	Jun 30, 2026	ROYCE FUND, not summed
10.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	166,712	0.52%	+7,067	Jun 30, 2026	ROYCE FUND, not summed
10.3	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	144,470	0.45%	+45,764	Jun 30, 2026	ROYCE FUND, not summed
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	797,275	2.49%	+8,954	Jun 30, 2026	carried, not yet filed for the newest quarter
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	747,627	2.33%	+39,329	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	167,823	0.52%	+2,210	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	56,941	0.18%	+2,024	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	41,364	0.13%	-1,100	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	6,570	0.02%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,334	0.01%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	716,526	2.24%	+74,792	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	438,694	1.37%	-124,116	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	87,508	0.27%	-1,281	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	45,128	0.14%	+4,808	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	38,002	0.12%	+2,887	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	13,464	0.04%	+3,085	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	557,397	1.74%	+3,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	492,789	1.54%	+26,907	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	478,198	1.49%	+66,720	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	225,000	0.70%	+15,000	Jun 30, 2026	Victory Portfolios, not summed
16.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	77,027	0.24%	+3,373	Jun 30, 2026	Victory Portfolios II, not summed
16.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	25,602	0.08%	—	Jun 30, 2026	Victory Portfolios II, not summed
16.4	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	25,089	0.08%	-890	Jun 30, 2026	Victory Portfolios II, not summed
16.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	13,073	0.04%	0	Jul 31, 2026	Victory Portfolios III, not summed
17	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	473,756	1.48%	+47,670	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	157,613	0.49%	+15,829	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
17.2	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	87,043	0.27%	+12,959	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
17.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	22,070	0.07%	+1,043	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	17,639	0.06%	-2,479	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.5	Invesco S&P SmallCap Consumer Staples ETF Fund S000028296 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	14,446	0.05%	-2,813	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	432,748	1.35%	+4,203	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	286,748	0.90%	+10,883	Jun 30, 2026	ETF Series Solutions, not summed
18.2	Bahl & Gaynor Small Cap Dividend ETF Fund S000089193 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	17,095	0.05%	-7,321	Jun 30, 2026	ETF Series Solutions, not summed
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	403,629	1.26%	-2,223	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Mawer Investment Management Ltd. 13F CIK 1538449 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	386,090	1.21%	+75,236	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	345,207	1.08%	+8,539	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,391	0.03%	+1,027	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,313	0.01%	-66	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,738	0.01%	+814	Jul 31, 2026	FlexShares Trust, not summed
22	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	318,282	0.99%	+12,718	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	628	0.00%	-36	Jul 31, 2026	BNY Mellon ETF Trust, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	315,449	0.99%	+139,075	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,853	0.04%	+159	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.2	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	10,720	0.03%	—	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
23.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,526	0.01%	+880	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
23.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	2,250	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
24	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	296,771	0.93%	+84,390	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	148,967	0.47%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
24.2	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	87,565	0.27%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
24.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	3,289	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,799	0.01%	+616	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
25	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	279,994	0.87%	+30,340	Jun 30, 2026	carried, not yet filed for the newest quarter
26	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	271,747	0.85%	-155,975	Sep 30, 2026
27	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	261,470	0.82%	+4,650	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Lord Abbett Value Opportunities Fund Fund S000007144 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	165,571	0.52%	-2,068	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
27.2	Small-Cap Value Series Fund S000007001 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	59,906	0.19%	-501	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
27.3	Lord Abbett Focused Small Cap Value Fund Fund S000007143 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	20,204	0.06%	+1,389	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
28	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	260,445	0.81%	+57,391	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Carillon Chartwell Small Cap Value Fund Fund S000075964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	5,478	0.02%	—	Jun 30, 2026	Carillon Series Trust, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	210,032	0.66%	+5,954	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	205,693	0.64%	+18,063	May 31, 2026	VANGUARD WORLD FUND, not summed
31	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	195,029	0.61%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
31.1	ROYCE GLOBAL TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE GLOBAL TRUST, INC., not summed	5,000	0.02%	—	Jun 30, 2026	ROYCE GLOBAL TRUST, INC., not summed
32	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	194,109	0.61%	-47,226	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
33	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	187,483	0.59%	+62,454	Jun 30, 2026	carried, not yet filed for the newest quarter
34	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	180,209	0.56%	-7,834	Jun 30, 2026	carried, not yet filed for the newest quarter
35	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	178,099	0.56%	-51,974	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,706	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
35.2	SIIT MULTI-ASSET REAL RETURN FUND Fund S000033123 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	259	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
36	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,054	0.54%	+141,913	Jun 30, 2026	carried, not yet filed for the newest quarter
37	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,380	0.46%	+14,120	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	38,500	0.12%	+4,600	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
38	WESTWOOD QUALITY SMALLCAP FUND Fund S000072842 · Registered fund · Jul 31, 2026 Ultimus Managers Trust, not summed	142,265	0.44%	-32,404	Jul 31, 2026	Ultimus Managers Trust, not summed
39	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	141,699	0.44%	-37,246	Jun 30, 2026	carried, not yet filed for the newest quarter
40	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	140,606	0.44%	-14,217	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	130,801	0.41%	+3,998	Jun 30, 2026	carried, not yet filed for the newest quarter
42	HORIZON KINETICS ASSET MANAGEMENT LLC 13F CIK 1056823 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,333	0.41%	-8,000	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	127,945	0.40%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
44	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,110	0.39%	-25,182	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	123,871	0.39%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
46	PDT Partners, LLC 13F CIK 1564702 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,601	0.37%	+16,695	Jun 30, 2026	carried, not yet filed for the newest quarter
47	COOKE & BIELER LP 13F CIK 24386 · Registered investment adviser · Sep 30, 2026	119,580	0.37%	-114,230	Sep 30, 2026
48	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	115,896	0.36%	-111,166	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
49	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	114,723	0.36%	+41,699	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	47,758	0.15%	+9,344	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
49.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	8,749	0.03%	-1,402	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
49.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	3,030	0.01%	+1,051	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
49.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	1,497	0.00%	—	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
50	Granite Investment Partners, LLC 13F CIK 1542266 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,579	0.35%	+63,614	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 822663 CUSIP 458334109 13F (30d) 49 filings 49 filers Visit website Investor relations